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Vanguard Real Estate ETF
VNQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
526
Partnervest Advisory Services
California
$344K -$916K -11,459 -71%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$344K +$39.2K +490 +12%
SWA
528
SFMG Wealth Advisors
Texas
$343K -$78.2M -977,998 -100%
HCM
529
Howland Capital Management
Massachusetts
$341K -$63.9K -800 -15%
HP
530
HT Partners
Connecticut
$340K +$61K +763 +20%
MLL
531
Moody Lynn & Lieberson
Massachusetts
$340K +$364K +4,550 New
PAM
532
Peak Asset Management
Colorado
$339K – – –
CCMG
533
Clark Capital Management Group
Pennsylvania
$338K -$16K -200 -4%
WA
534
Waverly Advisors
Alabama
$337K -$559 -7 -0.2%
NPF
535
Norris Perne & French
Michigan
$336K -$24K -300 -6%
HCA
536
Harbour Capital Advisors
Virginia
$336K – – –
TSS
537
Two Sigma Securities
New York
$335K +$359K +4,489 New
APSP
538
Asset Planning Services (Pennsylvania)
Pennsylvania
$332K +$355K +4,444 New
PAS
539
Professional Advisory Services
Florida
$324K – – –
BBNB
540
Baker Boyer National Bank
Washington
$312K – – –
JWBC
541
J.W. Burns & Co
New York
$309K -$253K -3,165 -43%
HCMT
542
Highland Capital Management (Tennessee)
Tennessee
$308K +$33.2K +415 +11%
HB
543
Homrich & Berg
Georgia
$306K -$42.9K -537 -12%
CWP
544
Capital Wealth Planning
Florida
$306K -$12K -150 -4%
SGCA
545
Steel Grove Capital Advisors
Tennessee
$306K – – –
AIM
546
Advantage Investment Management
Iowa
$304K -$835K -10,447 -72%
IIC
547
Ironwood Investment Counsel
Arizona
$301K +$10.2K +127 +3%
FI
548
FormulaFolio Investments
Michigan
$300K -$30.8M -385,661 -99%
WS
549
Wedbush Securities
California
$299K -$7.35K -92 -2%
BIM
550
Bridges Investment Management
Nebraska
$298K – – –
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